Anic Equity¶
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Total return since start: 0.694 %¶
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Equity now: -----------------------------> 51733.8 Kr¶
Max Equity ever reached: ------------> 51944.38 Kr¶
Portfolio value: --------------------------> 48534.74 Kr¶
PnL: ---------------------------------------> -552.83 Kr¶
DD now: ---------------------------------> -0.405 %¶
Max portfolio DD since start: ----> -13.025 %¶
Updated:¶
'2023-02-01 17:21:17.369442'
Anic Portfolio Holdings¶
| volume | changePercent | value | profit | profitPercent | acquiredValue | |
|---|---|---|---|---|---|---|
| name | ||||||
| FM Mattsson Mora Group B | 54 | -1.740000 | 3364.200000 | 184.200000 | 5.790000 | 3180.000006 |
| HMS Networks | 2 | 4.420000 | 812.800000 | 139.800000 | 20.770000 | 673.000000 |
| Nordea Bank Abp | 29 | 1.410000 | 3581.500000 | 127.500000 | 3.690000 | 3453.999992 |
| Fasadgruppen Group | 38 | 1.460000 | 4225.600000 | 84.600000 | 2.040000 | 4140.999992 |
| HEBA B | 70 | 1.440000 | 2712.500000 | 76.500000 | 2.900000 | 2636.000010 |
| SAAB B | 8 | 0.870000 | 3446.400000 | 69.400000 | 2.060000 | 3377.000000 |
| Swedbank A | 3 | 3.540000 | 622.500000 | 58.500000 | 10.370000 | 564.000000 |
| Resurs Holding | 22 | 1.260000 | 619.080000 | 45.080000 | 7.850000 | 573.999998 |
| MedCap | 2 | -0.430000 | 461.000000 | 40.000000 | 9.500000 | 421.000000 |
| Samhällsbyggnadsbo. i Norden B | 20 | 3.710000 | 394.000000 | 39.000000 | 10.990000 | 355.000000 |
| AcadeMedia | 12 | -0.320000 | 589.440000 | 32.440000 | 5.820000 | 557.000004 |
| Norva24 Group | 16 | -1.110000 | 569.600000 | 26.600000 | 4.900000 | 543.000000 |
| Intrum | 4 | 2.040000 | 550.400000 | 23.400000 | 4.440000 | 527.000000 |
| OEM International B | 7 | 1.420000 | 550.200000 | 22.200000 | 4.200000 | 527.999997 |
| Sampo Oyj SDB | 7 | 1.190000 | 3867.500000 | 17.500000 | 0.450000 | 3850.000000 |
| Securitas B | 6 | 2.030000 | 583.680000 | 13.680000 | 2.400000 | 570.000000 |
| Eastnine | 4 | 0.160000 | 501.600000 | 10.600000 | 2.160000 | 491.000000 |
| Midsona B | 63 | 3.070000 | 592.830000 | 9.830000 | 1.690000 | 582.999984 |
| Coor Service Management Hold. | 8 | 1.050000 | 539.600000 | 7.600000 | 1.430000 | 532.000000 |
| Fastighetsbolag. Emilshus Pref | 21 | -0.920000 | 567.000000 | 5.000000 | 0.890000 | 562.000005 |
| Karnov Group | 9 | 0.170000 | 540.900000 | 4.900000 | 0.910000 | 536.000004 |
| Samhällsbyggnadsbo. i Norden D | 12 | 0.780000 | 249.120000 | 3.120000 | 1.270000 | 246.000000 |
| Handelsbanken A | 5 | 0.640000 | 547.750000 | 1.750000 | 0.320000 | 546.000000 |
| Corem Property Group B | 59 | 2.620000 | 578.500000 | 1.500000 | 0.260000 | 576.999999 |
| Creaspac SPAC | 6 | -0.100000 | 578.400000 | 1.400000 | 0.240000 | 577.000002 |
| Boozt | 12 | 1.320000 | 1652.400000 | -1.600000 | -0.100000 | 1653.999996 |
| CTEK | 13 | 0.680000 | 503.230000 | -30.770000 | -5.760000 | 533.999999 |
| Essity B | 2 | -1.320000 | 538.200000 | -35.800000 | -6.240000 | 574.000000 |
| International Petroleum Corp. | 5 | -0.980000 | 557.000000 | -37.570000 | -6.320000 | 594.565215 |
| Vivesto | 1368 | -0.050000 | 560.610000 | -52.390000 | -8.550000 | 612.999432 |
| Essity A | 4 | -1.280000 | 1078.000000 | -71.000000 | -6.180000 | 1149.000000 |
| Beijer Electronics Group | 27 | -1.260000 | 2964.600000 | -119.400000 | -3.870000 | 3083.999994 |
| OX2 | 22 | 5.030000 | 1859.000000 | -130.000000 | -6.540000 | 1989.000002 |
| Axfood | 15 | -5.240000 | 3822.000000 | -478.000000 | -11.120000 | 4300.000005 |
| Ovzon | 64 | -1.320000 | 3353.600000 | -642.400000 | -16.080000 | 3996.000000 |
| TOTAL | 48534.740000 | -552.830000 | -0.4054% | 49087.564636 |
Updated:¶
'2023-02-01 17:21:30.455594'
None
Last optimization/rebalancing:¶
'2023-01-02'
Next optimization/rebalancing:¶
'2023-02-10'
AVAN-Live vs backtest and OMXSE30 2023¶
Walk forward test results - depending on starting day¶
Equity is shown as log of returns. Returns range by a factor of 10. Best is about 10000%, 100 times money, and worst 1000%, 10 times money in 20 years. Maximal duration for drawdown periods vary between 280-750 days. Worst drawdown across the tests is about 40 %. ¶
